AppLovin Corporation (APP)
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- symbol APP
- Rev/Share 17.1687
- Book/Share 6.3126
- PB 66.3242
- Debt/Equity 1.6606
- CurrentRatio 3.322
- ROIC 0.5823
- MktCap 141644873442.0
- FreeCF/Share 11.6595
- PFCF 35.9252
- PE 42.4688
- Debt/Assets 0.4883
- DivYield 0
- ROE 2.492
- Rating B
- Score 3
- Recommendation Neutral
- P/E Score 1
- DCF Score 3
- P/B Score 1
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Upgrade | APP | Needham | Hold | Buy | -- | $700 | Jan. 26, 2026 |
| Initiation | APP | Evercore ISI | -- | Outperform | -- | $835 | Jan. 14, 2026 |
| Initiation | APP | Deutsche Bank | -- | Buy | -- | $705 | Oct. 22, 2025 |
| Initiation | APP | RBC Capital Mkts | -- | Outperform | -- | $700 | Oct. 14, 2025 |
| Initiation | APP | Scotiabank | -- | Sector Outperform | -- | $430 | July 8, 2025 |
| Upgrade | APP | Morgan Stanley | Equal Weight | Overweight | -- | $350 | April 10, 2025 |
| Initiation | APP | FBN Securities | -- | Outperform | -- | $385 | March 28, 2025 |
| Initiation | APP | The Benchmark Company | -- | Buy | -- | $375 | Jan. 10, 2025 |
| Initiation | APP | Loop Capital | -- | Buy | -- | $181 | Oct. 22, 2024 |
| Downgrade | APP | Goldman | Buy | Neutral | $103 | $150 | Oct. 14, 2024 |
News
AppLovin Surges 11% While Tempus AI and Micron Also Outpace Most AI Stocks
Published: February 23, 2026 by: 24/7 Wall Street
Sentiment: Positive
AI stocks generally rose last week as the VanEck Semiconductor ETF rose 1.8%. The sector continues to have a broad divergence as software stocks struggle in 2026 and certain segments of semiconductors like memory and networking see strong gains.
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SEC probe involving AppLovin still active, Bloomberg News reports
Published: February 20, 2026 by: Reuters
Sentiment: Negative
The U.S. Securities and Exchange Commission's investigation into marketing platform AppLovin is continuing, Bloomberg News reported on Friday.
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How Low Can AppLovin Stock Go?
Published: February 19, 2026 by: Forbes
Sentiment: Negative
AppLovin (APP) shares have decreased by 28.9% over the span of 21 trading days. This recent decline highlights fresh worries about increasing competition from Meta and CloudX, along with a general market weakness in software, prompting a more challenging question: is this downturn just temporary, or does it indicate more significant underlying issues?
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APP Declines 29% in a Month: AI Edge and Profit Engine, Buy or Wait?
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive
AppLovin APP has evolved from a mobile gaming infrastructure provider into one of the most profitable performance advertising platforms.
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The Stock Market Punished AppLovin for Its Best Quarter in Company History
Published: February 19, 2026 by: 24/7 Wall Street
Sentiment: Negative
AppLovin reported its best quarter in history, with record revenue, 84% EBITDA margins, and $3.24 in earnings per share, yet the stock declined nearly 30%.
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The Stock That's Quietly Outperformed NVIDIA 3-to-1 Since 2023
Published: February 19, 2026 by: 24/7 Wall Street
Sentiment: Positive
The most magnificent of the Magnificent Seven, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) isn't just a king; it's a kingmaker in the financial markets.
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AppLovin: Rule Of 150 And AI Moat
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Positive
AppLovin delivered 66% YoY revenue growth and 84% adjusted EBITDA margin, demonstrating exceptional operating leverage and profitability. APP's MAX platform benefits from increased competition, as its selective auction model and proprietary data create a durable moat against rivals and AI threats. With a PEG of 0.32 and a forward PEG of 0.75, APP appears undervalued if it maintains guidance, offering a compelling entry point.
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AppLovin Corporation (APP) is Attracting Investor Attention: Here is What You Should Know
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching AppLovin (APP) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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AppLovin: Wall Street Panic Sold For No Fundamental Reason (Rating Upgrade)
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Negative
I downgraded AppLovin Corporation heading into Q4 earnings, citing the pessimism in software due to the "AI will replace software" narrative. APP stock is down 30% since then, which is a reminder not to ignore the market's irrationality. Fundamentals remain intact, as evidenced by a beat and raise in Q4. Adjusted EBITDA margins were 84% in Q4, and management guided 84% in Q1 2026.
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AppLovin Rides on Margin Power: Here's What You Should Know
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive
APP's 84% EBITDA margin and 66% net margin highlight an efficiency edge despite 28% stock drop, shifting focus from ad cycles to durable profitability.
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Boloor: APP Earnings "Great," Guidance & Company Clarity in Question
Published: February 12, 2026 by: Schwab Network
Sentiment: Neutral
Applovin (APP) traded down as much as 20% intraday during Thursday's session. Shay Boloor considers the reaction as overdone, to a degree.
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AppLovin Plunges 18% Despite Blowout Earnings as AI Fears Rule
Published: February 12, 2026 by: 24/7 Wall Street
Sentiment: Neutral
AppLovin ( NASDAQ:APP ) delivered a beat-and-raise quarter for the fourth quarter, with revenue and profits topping analyst expectations, and management issuing guidance for the coming quarter above Wall Street estimates.
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AppLovin: When High Quality Businesses Go On Sale, Buy Aggressively (Upgrade)
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive
Time to upgrade AppLovin Corporation to Strong Buy after a 50% drawdown, despite robust operating performance and AI-driven growth. APP's scalable ad tech platform, expanding into e-commerce, demonstrates high margins, strong free cash flow, and a defensible moat. Q4 delivered 66% revenue growth, >80% adjusted EBITDA margins, and nearly 90% free cash flow conversion, validating business strength.
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AppLovin: This Sale Won't Last
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive
AppLovin Corporation is rated a Buy under $400, driven by robust AI-powered ad tech and a high-margin, software-led business model. APP's Q4 2025 revenue surged 66% to $1.66B, with 89% gross margin and adjusted EBITDA margin reaching 84%, highlighting operational leverage. APP generated $3.95B in free cash flow and repurchased $2.58B in shares, maintaining a strong $2.49B cash position versus $3.51B in manageable debt.
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AppLovin shares fall despite strong Q4 beat, robust 2026 guidance
Published: February 12, 2026 by: Proactive Investors
Sentiment: Negative
AppLovin Corp (NASDAQ:APP) shares tumbled 16% in early trading Thursday, despite the mobile advertising software company reporting stronger-than-expected fourth-quarter earnings and raising its outlook for 2026. The company posted revenue of $1.66 billion for Q4, up 66% from a year earlier and slightly above analyst estimates of $1.61 billion.
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Can Applovin Stock Keep Up its Post-Earnings Win Streak?
Published: February 10, 2026 by: Schaeffers Research
Sentiment: Positive
Applovin Corp (NASDAQ:APP) stock was last seen up 1.9% at $469.19, extending last session's 13.2% pop after short seller CapitalWatch apologized and retracted statements made in a report last month that accused shareholder Hao Tang of financial crimes.
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AppLovin: Why I'm Buying The Dip Despite CloudX Narrative
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Positive
AppLovin offers high top-line growth and exceptional EBITDA/FCF margins now trading at an attractive PEG of 0.74x after a sharp sell-off. I see 2026 as an inflection year, driven by Axon 2.0's global rollout, e-commerce expansion, and AI-powered ad creative scaling, fueling a positive flywheel. APP's platform benefits from AI democratization, increasing game content and ad inventory, while cross-vertical targeting unlocks higher ROAS and auction density.
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Best Software Stocks to Buy That AI Can't Disrupt (NET, APP, MDB)
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
As investors debate whether artificial intelligence will ultimately make large portions of the software industry obsolete, it is becoming increasingly important to separate which types of software are vulnerable from those that are structurally resilient. AI will undoubtedly disrupt certain areas, particularly simple applications, dashboards, and point solutions that can be replicated quickly with generative tools.
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5 Top Software Stocks Investors Can Buy Now (APP, PLTR, HOOD, CRM, NOW)
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Negative
Software stocks, long viewed as some of the market's most attractive business models, have been hit hard in recent months as investor concerns around artificial intelligence and large language models intensified. The selloff has been significant, with the iShares Expanded Tech-Software Sector ETF ( IGV ), a widely followed proxy for the software space, falling more than 20% over that stretch.
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AppLovin Stock Regains Ground After Sell-Off That Analyst Calls 'Overblown'
Published: February 09, 2026 by: Investors Business Daily
Sentiment: Negative
AppLovin stock is regaining some ground after an analyst called recent fears about competition "overblown."
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AppLovin Roars Back: Analyst Calls the Dip a Must-Buy — But Is It?
Published: February 09, 2026 by: 24/7 Wall Street
Sentiment: Positive
AppLovin ( NASDAQ:APP ) has been on quite a rollercoaster following a scathing report from short-seller CapitalWatch that accused the company of basically serving as a “digital laundromat” for Asian crime groups and claimed AppLovin's ad tools were helping launder billions through shady networks.
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AppLovin Stock Surges After Publisher Retracts Money-Laundering Claims
Published: February 09, 2026 by: Barrons
Sentiment: Positive
Capitalwatch apologizes to an AppLovin shareholder it had accused of having connections to transnational crime syndicates.
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Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
Published: February 09, 2026 by: CNBC
Sentiment: Positive
Short-seller CapitalWatch apologized and retracted statements from a report published last month accusing an AppLovin shareholder of financial crimes. In an apology on X, CapitalWatch wrote that its associations between AppLovin shareholder Hao Tang and criminal syndicates were inaccurate.
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Here's Why AppLovin (APP) Could be Great Choice for a Bottom Fisher
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Neutral
After losing some value lately, a hammer chart pattern has been formed for AppLovin (APP), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.
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Wall Street Roundup: Risk Off
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Negative
Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.
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Is AppLovin (APP) a Buy as Wall Street Analysts Look Optimistic?
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Feb 6)
Published: February 06, 2026 by: 24/7 Wall Street
Sentiment: Neutral
After AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% early last year due to a pending class action lawsuit and to short seller reports, the software company's better-than-expected quarterly reports helped the stock recover.
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AppLovin: Be Greedy When Others Are Fearful
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Positive
AppLovin Corporation remains a Strong Buy, with the recent share price drop driven by panic over unsubstantiated competitive threats and broader market sentiment. APP's fundamentals are robust: Q3 revenue grew 69% YoY, EPS nearly doubled, and adjusted EBITDA margin expanded to 82%, highlighting strong operating leverage. Q4 earnings are expected to show 61% YoY revenue growth and 71% EPS growth, with a strong track record of dual beats and positive earnings revisions.
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AppLovin: Being Priced To Perfection Created Too Much Risk
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive
AppLovin Corporation has lost over 40% of its value in a month amid a perfect storm of negative catalysts and profit-taking. APP's AXON AI engine and operating leverage remain strong, but recent competitive threats and short-seller allegations have shaken investor confidence. Concerns around CloudX and Google's Project Genie are likely overblown, as APP's scale, data advantage, and convenience should preserve its moat.
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Should You Buy, Sell, or Hold AppLovin Stock Before Q4 Earnings?
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive
AppLovin heads into Q4 earnings with estimates indicating 67% EPS growth and 16.9% revenue gains, driven by gaming ads and MAX.
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About AppLovin Corporation (APP)
- IPO Date 2021-04-15
- Website https://www.applovin.com
- Industry Software - Application
- CEO Adam Arash Foroughi
- Employees 1533